Investment Q&A

Q: FANS ... seems a lot of insider buying .. your assessment of this company and is it a buy

Q: What would be a good proxy for this stock?

Q: What does 5i thinks about this news with giant Dow Chemical and little EcoSynthetix?

MIDLAND, Mich., / USA – June 6, 2022 – Dow (NYSE: Dow) today announced an exclusive engagement with EcoSynthetix Inc. (TSX: ECO) to bring innovative bio-based, biodegradable and low-carbon solutions to the personal care industry. The engagement initially targets the hairstyling market, providing unmatched benefits for consumers. The engagement will enable both companies to leverage their key expertise by meeting the growing consumer demand for bio-based and biodegradable technologies that provide unique and high-performance benefits.

Q: For a ultra conservative retired income based investor can you please give us your 10 best portfolio building blocks starting a new portfolio?...many thanks...

Q: How would you invest 40K USD (which stocks and/or ETF's) in a balanced way, to limit downside risk, but maximize capital appreciation over the next 1-3 years. What timing would you use to make this investment. Thanks

Q: I have been considering an investment in SYZ to replace my MAL shares .... After reading your report and previous answers it looks to me like I would be getting a company with revenue growth in 2022 of 43% and for 2023 of 80% while collecting a juicy close to 7% dividend .... But a couple of things give me pause .... First Simply Wall Street { link included at the end of the question } claims earnings will decrease by 32.4% per year for the next three years . I am having a hard time reconciling how how revenue will have those lofty growth numbers while simutaneously earnings will decline rather nastily ..... Could you explain please ? And comment on the other risk factors Simply Wall Street cites ? .... Also in another recent question 5I commented that SYZ was susceptible to both inflation and recession more than a list of other companies the member asked about ..... Could you elaborate on that thesis ? .....Thanks for your great service ......
https://simplywall.st/stocks/ca/software/tsx-syz/sylogist-shares?blueprint=2050044&utm_medium=finance_user&utm_campaign=conclusion-grid&utm_source=yahoo#executive-summary

Q: Could you offer an opinion of XOP vs IEO (not in your database). The ishares IEO has outperformed in the last year, though with a slightly higher MER.

https://www.ishares.com/us/products/239517/ishares-us-oil-gas-exploration-production-etf

Q: Can I have your opinion on Canadian Overseas Petroleum LTD, buy hold or sell


Thanks, John

Q: Good Morning.
I presently have UPST in a TFSA account. It is down significantly without tax loss sale possible. I have read that the new Apple payment system is disruptive to Block (Square) and to Affirm. What is your opinion on this and would UPST be significantly affected? Is it wise to continue to hold UPST or should I consider moving some funds into AAPL? Thank you.

Q: Are you able to provide your assessment of Curo. The company seems to be very comparable to GOEASY. Would you consider them the same(other than Curo having a stronger presence in the U.S., though they are growing in Canada)?

Q: BABY ... your assessment of the recent deal in china and prospects

Q: STOR's current valuation makes it a much more interesting stock than it would have been last July, 2021. Is now a good entry point for an income portfolio seeking to avoid downside risk?

Q: Please comment on Q results & guide. It dropped 7.8% to $6.12 thereafter. Bought it in early Aug,2018 @ $9.10 when it was a Top Pick on Market Call. While the current yield is 4.9%,there is expectation of higher rates by BOC. Hold on longer or sell. If sell ,please provide 2or3 good names(not necessary in the same sector). Txs for u usual great services & views

Q: Which 2 of these stocks do you figure will perform best over the next 5 years ? Thanks.

Q: For fun if you were to build a concentrated portfolio with Canadian stocks maximum holding 7-10 what would be your picks today.

Q: Hi 5i extremely informative staff! I have been holding these four stocks in my cash portfolio with long term intentions(5 years) for diversification contrary to my desire to have 4plus dividend % performers
They are also down substantially in the last 6 months

Can you please comment or recommend holding for long term or replacing them with suitable high dividend replacements in the same sector if possible
Please deduct the credits that you deem appropriate
Thank you

Q: In the next say 2-5 years I would expect the US Fed to reduce its balance sheet on the order of 10 Trillion dollars while at the same time increasing interest rates. Most other central banks around the world are likely to do the same. With this as the backdrop I expect the markets in general to take another leg down from here (after some kind of rally). What is your take?

Q: Hi.
What would be the highest percentage of (Suggested portfolio return expectation) in the summary page for a portfolio in your portfolio analytics. For example my is 4.6% if I change to dividend payers that exceed this value would the number go up? If I change to momentum stocks would the number go up? More stocks less fixed income? Just curious.
Thanks

Q: Dear 5i,
I currently have an approx. 3% holding in each of these energy stocks in my TFSA; TOU, SU and WCP. Do these three provide reasonable exposure to the energy sector? If there is too much overlap can you suggest which ones I might want to sell. If you think I should add more different types of energy stocks can you suggest ones to add with a 3% weighting. Thanks for all your help.

Q: From one of your answers: "data analytics might be the next big business that gets adopted faster. Companies are quickly realizing that their ROI can improve quickly simply by knowing their customers better."

Can you name your top five in this area and why they have more upside than competitors?

Thank you!